Reports to. Controller. Status. Exempt. Type. In Office. Apollon Wealth Management is seeking an experienced Payroll & Benefits Associate who will oversee and supervise the payroll functions of the organization, ensuring pay is processed on time, accurately, and in compliance with government regulations. Duties and Responsibilities. Process and oversee the preparation of semi-monthly payroll for all employees. Ensure accurate and timely processin...
Duties and Responsibilities. Process and oversee the preparation of semi-monthly payroll for all employees. Ensure accurate and timely processing of payroll updates, including new hires, terminations, changes to pay rates, and changes in benefits. Research, set up, and maintain payroll tax accounts for new tax jurisdictions as required for employees in different states. Monitor tax notices and collaborate with payroll providers and tax agencies t...
Job Title: Marketing Associate. Reports to: Marketing Manager. Job Overview. Apollon is seeking a proactive marketing associate candidate who demonstrates a strong ability to take initiative and drive projects forward independently. As a Marketing Associate, you'll be instrumental in our efforts to promote financial services, attract high-net-worth clients, and build brand awareness. In this role, you'll be working directly with the Marketing Man...
Job Overview. Apollon is seeking a proactive marketing associate candidate who demonstrates a strong ability to take initiative and drive projects forward independently. As a Marketing Associate, you'll be instrumental in our efforts to promote financial services, attract high-net-worth clients, and build brand awareness. In this role, you'll be working directly with the Marketing Manager, helping shape our marketing strategies and playing a vita...
Reports to: Revenue & Compensation Manager. Status: Exempt. Key Responsibilities. Accounts Receivable Processing. Provide daily commission cash receipts to the data entry team. Hold the data entry team accountable for 48-hour processing of cash receipts including entry of related sales order and statement support. Assist the data entry team with tracking down missing commission statements. Review coding and support for sales orders entered by the...
Client Service Associate. Reports to. Client Services Manager. Status. Exempt. We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties. Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking proc...
Planning Lead Advisor. Reports to. Director of Planning. Status. . Exempt. Type. Hybrid or Remote. . We are seeking a highly skilled and motivated Planning Lead Advisor to join our dynamic financial planning team. The Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to our clients. This position involves reviewing financial plans, presenting strategies, and collaborating with both clients and...
Relationship Manager. Reports to. Director of Operations. Status. . Exempt. Type. . In-person. As a Relationship Manager at Apollon Financial, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and ...
Client Service Associate. Reports to. Client Services Manager. Status. Exempt. We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties. Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking proc...
Staff Accountant. Reports to. Controller. Status. Exempt. Type. Hybrid. Key Responsibilities. Accounts Payable Management. Process and review invoices for accuracy and completeness. Ensure timely and accurate coding and entry of invoices into Bill.com. Ensure all credit card activity has been processed through Bill.com with supporting invoices. Respond to vendor inquiries and resolve discrepancies promptly. Maintain vendor records and W-9s and en...
